-13.5%
VST vs PLTU
+103.5%
-117.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +7.1% | +3.5% | +9.6% |
| 7D | -9.8% | -25.3% | +15.5% | -6.4% |
| 30D | -25.1% | -34.5% | +9.3% | -21.2% |
| 3M | -11.6% | -3.4% | -8.2% | -12.6% |
| 6M | -20.9% | +12.4% | -33.3% | -27.0% |
| YTD | -22.3% | -45.1% | +22.8% | -20.2% |
| 1Y | -32.0% | -45.7% | +13.7% | -30.9% |
| All | -13.5% | +103.5% | -117.0% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling